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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2001
EBA
Eagle Bay Advisors
New York
$135K +$42.9K 4 0.09% Increased
2002
FCT
Family Capital Trust
Massachusetts
$134K $0 1 0.05% Maintained
2003
BL
BFSG LLC
California
$133K -$2.03K 2 0.02% Reduced
2004
CA
Centerpoint Advisors
Massachusetts
$133K $0 4 0.05% Maintained
2005
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$133K -$4K 3 0.05% Reduced
2006
JSAM
J. Safra Asset Management
New York
$133K +$26.3K 1 0.02% Increased
2007
PAS
Point72 Asia (Singapore)
Singapore
$129K -$144K 2 0.03% Reduced
2008
NFSG
Newbridge Financial Services Group
Florida
$128K +$4.42K 4 0.06% Increased
2009
CWP
Concord Wealth Partners
Virginia
$128K +$20.7K 5 0.02% Increased
2010
SAM
S.A. Mason
Michigan
$127K +$1.39K 3 0.08% Increased
2011
CT
Clearstead Trust
Maine
$125K +$42K 2 0.03% Increased
2012
MFS
Madrona Financial Services
Washington
$124K +$96.4K 1 0.04% New
2013
RFA
Register Financial Advisors
Georgia
$122K +$114K 2 0.06% New
2014
VC
Vestor Capital
Illinois
$122K -$7.59K 1 0.01% Reduced
2015
TA
Teton Advisors
New York
$121K $0 1 0.04% Maintained
2016
ML
McAdam LLC
Pennsylvania
$119K +$37K 1 0.01% Increased
2017
PCMC
Planning Capital Management Corporation
Pennsylvania
$116K +$38.3K 3 0.09% Increased
2018
MTIM
Marathon Trading Investment Management
Pennsylvania
$116K -$215K 1 0.01% Reduced
2019
JEST
JTC Employer Solutions Trustee
Jersey
$116K $0 1 0.01% Maintained
2020
TCG
Transcendent Capital Group
Oklahoma
$116K +$75.1K 2 0.07% Increased
2021
FA
Fermata Advisors
California
$115K +$121K 1 0.03% New
2022
Larson Financial Group
Larson Financial Group
Missouri
$113K +$2.67K 6 0.01% Increased
2023
TCM
Traynor Capital Management
Pennsylvania
$111K -$30.4K 2 0.01% Reduced
2024
DSC
Duncker Streett & Co
Missouri
$109K $0 1 0.02% Maintained
2025
OIA
Optimum Investment Advisors
Illinois
$109K -$8.88K 1 0.05% Reduced